Ditutup

Salesforce Power Bi

Need To Ember Power Report in Salesforce Using Lighting Component.

1. Custom lightning component for iFrame based Power BI report viewer

2. Configurable parameter to feed Case, Account and Report Id details.

3. Responsive design to fit the component in Lightning Page Layouts

Condition :

AC-1

GIVEN I am a contact centre agent

WHEN I view a Case record with Account and Contact ID populated

THEN I should see a component that presents Power BI data filtered to that customer record

AC-2

GIVEN I am a contact centre agent

WHEN I view a Case record with no Account and Contact ID populated

THEN I should see a message within the component advising to populate an Account and Contact on the Case

AC-3

GIVEN I am a contact centre agent

WHEN I view an Account record

THEN I should see a component that presents Power BI data filtered to that customer record

Description of the change

Enable the Salesforce connector to Power BI so that dashboards can be added to Salesforce Layouts that present data relating to that Customer, Subscription or Account

Why is this being requested?

Customer data relating to Marketing Cloud and other resources is not readily available in Salesforce CRM. Creating a component that can present conditional and configurable information, will improve overall CX & lead to better business and customer outcomes

Requirements

1) The ability to add a Lightning component onto a Salesforce layout that will present Power BI data

2) The ability to configure what data should be presented, based on the Object the component is being added to (ie Case or Account data)

3) The ability to filter Power BI data based on the record being viewed in Salesforce CRM

Kemahiran: Salesforce.com, CRM, JavaScript, Pembangunan Aplikasi Salesforce, Pencahayaan

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Tentang Majikan:
( 0 ulasan ) Bengaluru, India

ID Projek: #31509019

1 pekerja bebas membida secara purata ₹16667 untuk pekerjaan ini

nikhilgupta84

Data Scientist/Analytics Consultant with over 15 years of industry experience. I have worked in various domains like Retail, Banking, Insurance and Healthcare (Real World evidence). I have been invoved into end-to-end Lagi

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